LIVE DEMO — TAX PRACTICES

April 12th, and the phone is calm.

Busy season doubles the calls and halves the time to take them. The AI answers every call and chat, 24/7: books appointments into real preparer calendars, reports document status from the engagement record, and answers the hundred repeated questions from your approved information — in up to 40 languages — while your preparers stay on the returns.

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Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR firm

The April line: every call answered in one ring, booked or answered, transcribed — zero hold queue.

One day with the AI

Three moments from a typical tax practices front office — handled while your team does the human part.

8:55 AM · The deadline-week wave

Seventeen calls before the first coffee refill: status checks, drop-off questions, appointment requests. All seventeen answered simultaneously — your approved answers, your calendars — while the front desk works the signature queue.

7:30 PM · The new client comparing firms

A prospect calls three firms after work; two ring to voicemail. The AI answers, asks your intake questions, quotes your published fee ranges, books the appointment and sends the document checklist — the comparison is over.

1:15 PM · The “what do you still need from me?” call

A client checks on their return. The AI reads the engagement record: the missing brokerage 1099, the unsigned form — exactly what your firm authorized it to share — and the upload link goes out in the same conversation.

What it does for you

The April phone, absorbed

Unlimited simultaneous calls at the season’s worst hour — answered on your script, in the client’s language, every conversation transcribed.

Appointments without tennis

Tax appointments, drop-offs and planning meetings booked against real preparer calendars with two-way sync — confirmed, reminded, rescheduled in one thread.

Never plays preparer

Process and policy questions answered from your approved information; anything calling for tax judgment routes to your CPAs by your rules — the claim guard blocks the rest.

Watch it take an April morning

The demo is the product, configured for a tax practice: the AI absorbs the deadline wave, books an appointment and reports a document status. Fill four fields and YOUR version — your services, your fees, your calendars — lands in your inbox in about two minutes.

Interactive: ask it your clients’ real questions
Built for YOUR firm from your website
Flat price — seasonal call volume costs nothing extra

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“Can I still get an appointment before the deadline?”

Reads the real calendars, offers the matching slots, books and sends the document checklist — in one conversation.

“Can I deduct my home office?”

Never answers tax questions. Captures it for the preparer, routes by your rules, and books the conversation where a professional answers it.

“What do you charge for a small-business return?”

Quotes your published fee information exactly as written — never an invented number — and books the intake meeting.

In April the phone doubles and the staff halves — answering services take messages, portals wait for clients to log in, and the same hundred questions eat the admin’s week. The Zanus AI front office ANSWERS — phone and chat, 24/7, in the client’s language: appointments booked into real preparer calendars, status from the engagement record, tax questions routed to the professionals — never improvised.

Questions, answered

Does it give tax advice?

No — structurally. It answers process and firm-policy questions from your approved information and routes tax judgment to your CPAs and EAs. That boundary is the design, not a disclaimer.

Client financial data is sensitive.

The AI answers from your approved knowledge only, and conversations stay in your firm’s record — nothing trains anyone else’s model. A fully on-premises option runs on servers your firm owns.

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The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your tax practice — documents, tasks, procedures, automations — is Back Office AI, specialized for Accounting & CPA. Most companies run both: one AI answering, one AI executing.

Back Office for Accounting & CPA →Explore Back Office AI